Why am I missing records in my report?
Does every user have a role? (displayed on user records)
Activity and Opportunity reports rely on the Role or Territory
Hierarchy to determine what records should be accessible to a user.
Users without a role identified will not have their records displayed
within these reports.
This too applies for System Administrators, though as an
Administrator you will be permitted to click through the "Organization
Reports created using the custom report type don't follow the sharing rules on the Opportunity and Activity objects
- When running an Opportunities with Products report, if there are no
Product or Pricebook fields selected to be displayed the report type will be treated as an Opportunities report. Once a field is used from either of these child objects, it will require that relationship be defined.
- Using standard report type Activities with "Cases - Activities" will
not show up unless it is related it has a contact (Name field) even if it's related to a case. This usually occurs when an activity is created through email.
- Using custom report type "Case with activities," any activities will show up on report related to a case even without relation to any
Verify that the records expected all fall into the TIME FRAME identified on the report
If a user does not have any records that fall within the defined reporting time frame, then no records will be displayed on the report for that user.
Verify that the records expected all fall into the FILTER CRITERIA section on the report
Example: If the record is an Opportunity that is Closed/Won and the Opportunity Status in the filter is "Open", then that record will not be displayed.
Also review the built-in filters such as "All", "My Team" or "Any."
Is the report type selected appropriately?
If you have a multiple relationships built between two objects you will need to select the appropriate one to get the correct results.
For example, If you are using a Opportunities with Contact Roles report type, then any Opportunity without a Contact Role will not appear.
Have fields from a Child object been selected to be displayed, filtered upon or summed?
If a field is incorporated from a report within a standard report type it may change the dynamic of the report.